Long Oar Global Investors as of Sept. 30, 2012
Portfolio Holdings for Long Oar Global Investors
Long Oar Global Investors holds 14 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ocwen Financial Corporation | 12.9 | $18M | 654k | 27.41 | |
| Charter Communications | 11.9 | $17M | 220k | 75.06 | |
| Qualcomm (QCOM) | 10.4 | $15M | 233k | 62.47 | |
| Monsanto Company | 10.1 | $14M | 154k | 91.02 | |
| Industries N shs - a - (LYB) | 7.4 | $10M | 199k | 51.66 | |
| Phillips 66 (PSX) | 7.2 | $10M | 217k | 46.37 | |
| Home Depot (HD) | 7.1 | $9.8M | 163k | 60.37 | |
| Home Loan Servicing Solution ord | 6.1 | $8.4M | 519k | 16.28 | |
| Sirius XM Radio | 5.6 | $7.7M | 3.0M | 2.59 | |
| Walter Investment Management | 5.3 | $7.3M | 198k | 37.01 | |
| Nationstar Mortgage | 5.2 | $7.2M | 217k | 33.18 | |
| Sprint Nextel Corporation | 5.0 | $7.0M | 1.3M | 5.52 | |
| Georgia Gulf Corporation | 4.2 | $5.9M | 162k | 36.22 | |
| Toll Brothers (TOL) | 1.8 | $2.4M | 73k | 33.23 |
